Don’t miss the ISA deadline

Saving and investing for a future that matters. Yours.   Each tax year, we are given an annual Individual Savings Account (ISA) allowance. This can build up quickly, letting you … Read More

Charlotte Cook, in the spotlight

Charlotte Cook, investment manager tells us about her best investment decisions, her top three fund picks, and a legendary dinner party! Q: What was it that first attracted you to … Read More

Wealth Managers, a new generation

As a fledgling young professional, ask me heading into my mid-thirties would I have planned on becoming a wealth manager and I’m sure you would have received a perplexed expression … Read More

Spot the Dot

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Equity markets slipped back a little last week following their recovery over the previous two weeks. But it is government bonds, rather than equities, which remain the real focus of … Read More

Time to be Small

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Equity markets recovered some of their mojo last week. Global equities gained 2.0%-2.5% in sterling and local currency terms respectively and are now only 0.5%-1.0% below their mid-February peak. In … Read More

Boom Time

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Global equities had quite a volatile week but ended it up around 1%. This gain reversed some of their losses the previous week and leaves them down some 3% from … Read More

Storm in an Equity Teacup

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Bond markets were once again the centre of attention last week, with government bond yields continuing their upward climb. 10-year yields in the UK and US rose another 0.10%-0.15% to … Read More

Bonding with Equities

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Global equities slipped back last week, retreating 1.5% in sterling terms, and have also opened lower this morning. These declines, however, follow two weeks of strong gains and are nothing … Read More

Vaccinating against Bubbles

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Global equities posted further gains last week and are now comfortably above their highs prior to the mini-correction seen a couple of weeks ago. In local currency terms, equity markets … Read More